Apriem Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Apriem Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09M	Buy	19,536 +5,562	+40%	+$869K	0.27%	56
2026 Q1	$2.07M	Buy	13,974 +11,950	+590%	+$1.8M	0.2%	64
2025 Q4	$290K	Sell	2,024 -3	-0.1%	-$427	0.03%	150
2025 Q3	$286K	Sell	2,027 -339	-14%	-$46.6K	0.03%	151
2025 Q2	$316K	Sell	2,366 -617	-21%	-$78.2K	0.03%	141
2025 Q1	$385K	Buy	2,983 +621	+26%	+$81.3K	0.05%	123
2024 Q4	$301K	Hold	2,362	–	–	0.03%	144
2024 Q3	$303K	Buy	2,362 +2	+0.1%	+$247	0.04%	134
2024 Q2	$280K	Buy	2,360 +3	+0.1%	+$356	0.03%	141
2024 Q1	$285K	Sell	2,357 -21	-0.9%	-$2.41K	0.04%	137
2023 Q4	$265K	Sell	2,378 -24	-1%	-$2.52K	0.04%	129
2023 Q3	$248K	Buy	2,402 +2	+0.1%	+$215	0.04%	126
2023 Q2	$255K	Buy	2,400 +3	+0.1%	+$315	0.04%	128
2023 Q1	$253K	Sell	2,397 -19	-0.8%	-$2.04K	0.04%	128
2022 Q4	$261K	Buy	+2,416	New	+$257K	0.05%	120

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apriem Advisors's VYM Position: Q2 2026 in Review

Apriem Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 40% in Q2 2026, buying an estimated $869K and bringing the position to 19,536 shares worth $3.09M. The position accounts for 0.27% of the portfolio, ranked #56.

Apriem Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Apriem Advisors held 19,536 shares of Vanguard High Dividend Yield ETF worth $3.09M as of Q2 2026.
Apriem Advisors bought 5,562 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $869K.
Vanguard High Dividend Yield ETF made up 0.27% of Apriem Advisors's portfolio in Q2 2026, its #56 holding.
Apriem Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.